Tutorials

These tutorials will guide you through many of the features of CharityMaster

These tutorials will help you or someone new to your organization (a “trainee”) learn how to use CharityMaster. The tutorials are designed so that the trainee can use either your “live” (real) data or the demo data that were installed when you first downloaded CharityMaster. However, you may wish to prevent the trainee from changing your live data. If you do not have a separate computer on which you can install a new download of CharityMaster, you will have to proceed as detailed HERE.

Available tutorials

The ‘First steps‘ tutorial covers navigation in CharityMaster and the steps required to enter and edit the people and organizations that “touch” your organization in some way. Click to display /download: First Steps tutorial

The ‘Event Ticket Sales‘ tutorial shows you how to set up complex events with different ticket types, solicit and record ticket sales, ensure your accounting is accurate and the generation and mailing of tax receipts. Click to display /download: Event Ticket Sales tutorial

The ‘Application Security’ tutorial covers how to add and edit users, how to set the permissions and restrictions for user groups and how to assign users to Groups. Click to display /download: Application Security tutorial

Our tutorials are complemented by several videos on our YouTube channel. We will be adding more videos so please subscribe to our channel to keep up to date.